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Tiedemann Advisors’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$961K Buy
10,240
+4,965
+94% +$466K 0.04% 124
2023
Q2
$522K Buy
5,275
+1,206
+30% +$119K 0.02% 154
2023
Q1
$401K Buy
4,069
+5
+0.1% +$493 0.02% 172
2022
Q4
$416K Buy
4,064
+7
+0.2% +$717 0.02% 169
2022
Q3
$342K Sell
4,057
-11
-0.3% -$927 0.02% 173
2022
Q2
$406K Sell
4,068
-5,336
-57% -$533K 0.03% 162
2022
Q1
$895K Buy
9,404
+173
+2% +$16.5K 0.05% 147
2021
Q4
$890K Buy
9,231
+6
+0.1% +$578 0.04% 152
2021
Q3
$884K Sell
9,225
-5,956
-39% -$571K 0.05% 146
2021
Q2
$1.53M Sell
15,181
-384
-2% -$38.6K 0.06% 132
2021
Q1
$1.4M Buy
15,565
+598
+4% +$53.7K 0.06% 131
2020
Q4
$1.26M Sell
14,967
-2,848
-16% -$239K 0.06% 133
2020
Q3
$1.36M Buy
17,815
+22
+0.1% +$1.68K 0.07% 152
2020
Q2
$1.27M Buy
17,793
+5
+0% +$356 0.07% 146
2020
Q1
$1.32M Buy
17,788
+1,796
+11% +$133K 0.09% 135
2019
Q4
$1.38M Sell
15,992
-2,775
-15% -$239K 0.07% 139
2019
Q3
$1.45M Sell
18,767
-884
-4% -$68.3K 0.07% 142
2019
Q2
$1.57M Sell
19,651
-907
-4% -$72.2K 0.08% 122
2019
Q1
$1.84M Buy
20,558
+33
+0.2% +$2.96K 0.09% 143
2018
Q4
$1.4M Buy
20,525
+841
+4% +$57.2K 0.07% 164
2018
Q3
$1.63M Sell
19,684
-129
-0.7% -$10.7K 0.1% 128
2018
Q2
$1.62M Buy
19,813
+5,173
+35% +$423K 0.1% 122
2018
Q1
$1.48M Sell
14,640
-40
-0.3% -$4.03K 0.1% 113
2017
Q4
$1.57M Buy
14,680
+8,145
+125% +$869K 0.12% 94
2017
Q3
$692K Sell
6,535
-21,969
-77% -$2.33M 0.06% 179
2017
Q2
$3.35M Buy
28,504
+657
+2% +$77.2K 0.24% 79
2017
Q1
$3.14M Buy
27,847
+7,069
+34% +$798K 0.26% 79
2016
Q4
$1.9M Buy
20,778
+5,701
+38% +$522K 0.19% 95
2016
Q3
$1.46M Buy
+15,077
New +$1.46M 0.3% 43